Form Templates
under review
Megan McLean
Ability to save forms as templates at the space level so that we can simplify and streamline the process of requesting communications materials for internal staff. We primarily use ClickUp to manage all internal comms requests so, while I appreciate the new forms feature, I think relying on each member of the staff to create a form correctly is a bit too ambitious. But I don't want to be tasked with creating several different forms and then emailing them the link because I often don't know what they're working on and what their needs are until they've created a prioject/list in ClickUp using a saved template.
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Daiane Bergamasco
O problema é que dentro da lista BR CC AC que representa uma operação nossa, temos a necessidade de ter dois formulários: um para as tarefas que chamamos de Raio X e outra para tarefas que chamamos de campanhas. Mas para cada formulário necessitamos de campos personalizados diferentes. Consigo fazer isso na criação do formulário, mas depois que a tarefa via formulário da campanha é criado, por exemplo, além dos campos desse formulário aparecerem, aparece também os campos que foram adicionados ao formulário de retenção.
Como não é possível adicionar subpastas, nem ocultar campos personalizados dentro das tarefas que não queremos exibir aqueles campos, teremos que criar uma outra lista nomeada como BR CC AC CAMPANHAS. E ter uma só para BR CC AC RAIO X, etc. Só que vamos ter que fazer isso para centenas de blogs e operações e contas que gerimos.
Michael Van Doorn
under review
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Zoe Pedersen
I am now REALLY needing to create Form Templates so that I can reuse them in sub folders/different spaces.
When I need to adjust or edit a universal form, I'm having to go into each and every place where I've uniquely built that form rather than just being able to go "update from template" - is this on the roadmap already?!
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Phuoc
Personally, I really need the ability to save Form as a template. I'm going to have it for 200+ folders and other hundred of lists. It looks like I have to manually drag and drop fields that number of times if a form template was not created and honestly that does not match the idea of streamlining anymore by doing such thing. Thanks and looking forward to hearing from you guys!
Luci N.
Matt Wilkins
I've been getting by on the free tier. Forms are a very compelling feature for the paid subscription; however, I find the inability to create a new form from a template is a huge limitation if (like me) your workflow always involves creating a bug/revision request form at the end of a project. Having a streamlined "Create Form from Template" option would make it a no-brainer to pay for the next tier of ClickUp for my whole team.
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Sarah Jones
Definitely something that is needed, because certain areas of our business are very similar this would save so much time when creating similar forms across multiple Spaces
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Cameron Ruffer
I would like various form types to stay consistent IE A 'Work Request Form' can have similar structure as a foundational template then can be customized as needed for the proper application.
Peter Kim
WE NEED THE FORM TEMPLATE CAPABILITY!!! PLEASE!!!
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Jeanne Abadie
absolutely a must so recreation in each folder not necessary to populate new info
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